At Stephens Insurance, LLC, protecting your privacy and the personal information we use to provide you with superior products and services is important to us. Our policy is to protect the confidentiality of all personal information we obtain in the course of doing business with you. Our pledge to protect your privacy is reflected in this privacy statement, which outlines our principles in collecting, using and safeguarding your personal information.

Personal Information Stephens Insurance Collects
Stephens Insurance, LLC only collects personal information about you when it is necessary to conduct the business of insurance. We limit the collection of personal information to what is needed to affect your insurance coverage and administer your account with us. The personal information we collect may include:

  • Information you share with us either directly or through an agent (such as the information on your application, including health and financial information, or other forms you may complete for us);
  • Information you provide or which is obtained through processing your application or handling a claim (such as information from a consumer reporting agency or health provider); and
  • Information from your transactions with us (such as the number of years you have been a policy-holder or the types of coverage you purchase).

How We Use Personal Information
We use your personal information to effect your insurance coverage, administer, service and manage your claims and accounts, ensure proper billing, and offer you other products and services we believe may suit your needs.

Sharing Information Within Stephens Insurance, LLC
In compliance with federal and state laws, we may share personal information we collect about our customers and former customers, as described above, with our affiliates, such as Stephens Inc., to better serve you or to assist you in meeting all of your current financial and investment needs. We may share information with our affiliates, for example, to:

  • Provide you customer service or maintain your account; or
  • Tell you about products or services offered by our affiliates which you may find useful.

Sharing Information In Other Circumstances
In compliance with federal and state laws, we may share some or all of the information we collect about our customers and former customers, as described above, to nonaffiliated companies that perform services or functions, including marketing services, for Stephens Insurance, LLC (such as vendors we hire to respond to customer requests or provide you with information about our products or services).

At Stephens Insurance, LLC, we do not sell our customer information and we do not provide customer information to persons or organizations outside our company which are doing business for their own marketing purposes.

111 Center Street, Little Rock, AR  72201, 501-377-2300, 800-852-5053

Policies and Practices With Respect to Security of Personal Information
We restrict access to your personal information to a limited number of employees who need to know that information in order to provide you with our quality products and services. We maintain physical, electronic, and procedural safeguards that comply with federal and state standards to protect the privacy of your personal information.

This Privacy Statement applies to the customers of Stephens Insurance, LLC.

Insurance products offered through Stephens Insurance, LLC Securities offered through Stephens Inc., Member NYSE/SIPC



For Retail Investors: Form CRS

(800) 643-9691 | Member NYSE, SIPC

© 2021 Stephens Inc. All rights reserved.